At the Heart Wealth Management Group of Raymond James Ltd., helping retirees enjoy a confident financial future is at the heart of everything we do. Whether you’re planning for retirement, retired, or downsizing, we provide personalized advice to preserve your wealth and generate tax-efficient income. Our expertise includes Canadian and U.S. investment and retirement accounts, trust and estate accounts, pension rollovers, including 401(k) plans, plus strategies for estate planning and tax minimization. Wondering if your financial plan is still the right fit? Call (250) 405-2423 or visit our website to book your complimentary, confidential portfolio review.